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TFO

Tarbox Family Office Portfolio holdings

AUM $616M
1-Year Est. Return 18.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,135
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$14.7M
3
+$3.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.3M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.49M

Top Sells

1
+$5.52M
2
+$2.8M
3
+$554K
4
CHGG icon
Chegg
CHGG
+$419K
5
SIEN
Sientra, Inc.
SIEN
+$252K

Sector Composition

1 Technology 6.32%
2 Healthcare 3.95%
3 Real Estate 2.98%
4 Financials 2.57%
5 Consumer Staples 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$6K ﹤0.01%
+205
427
$6K ﹤0.01%
+202
428
$6K ﹤0.01%
+53
429
$6K ﹤0.01%
+155
430
$6K ﹤0.01%
153
-231
431
$6K ﹤0.01%
+94
432
$5K ﹤0.01%
30
+17
433
$5K ﹤0.01%
78
+18
434
$5K ﹤0.01%
+126
435
$5K ﹤0.01%
+123
436
$5K ﹤0.01%
156
+93
437
$5K ﹤0.01%
+249
438
$5K ﹤0.01%
+170
439
$5K ﹤0.01%
+142
440
$5K ﹤0.01%
43
+24
441
$5K ﹤0.01%
+111
442
$5K ﹤0.01%
+203
443
$5K ﹤0.01%
17
444
$5K ﹤0.01%
+156
445
$5K ﹤0.01%
94
446
$5K ﹤0.01%
323
-33
447
$5K ﹤0.01%
93
+9
448
$5K ﹤0.01%
76
449
$5K ﹤0.01%
+33
450
$5K ﹤0.01%
164
+130
16 17
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